The Fund Grade · free · no account needed

What grade does AVEDX get?

Morningstar rates funds on what they returned. We grade them on where their money sits today: how much of the book overlaps with the converged buys of the top specialist stock pickers.

A

Fundprints Fund Grade · as of 2026-10-01

Ave Maria Rising Dividend Fund

#114 of 500 graded active funds · value · mid segment peer group

The point · specialist footprint

AVEDX puts less of its book behind proven specialists than 68% of graded funds.

Bottom 20%

● Bottom 40%

Middle

Top 40%

Top 20%

beat the S&P in 22% of quarters+3.8%/qtr better · 43% beat rate

That has mattered: over the past 2.7 years, funds with this little specialist backing trailed top-rung funds by about 3.8% per quarter and beat the S&P in only 22% of fund-quarters. If it also charges an active fee, the higher-graded alternatives deserve a look.

10,000+ funds tracked · the graded specialists among them drive every read

The grade scores this fund's specialist share, the slice that overlaps what the top 1% of proven funds are building. We ignore index ballast and names outside our edge on purpose: that slice is small, and it's what decides the outcome.

AVEDX vs the Honor Roll · share card ↗

Conviction exposure

12.3%

of the book in specialist-converged names

Late-stage weight

27.6%

of the book in Crowded or Fading names

Active share

97.9%

how far it strays from the index

The best grades have beaten the worst by about +5% a year since we began grading. The gap held in 9 out of 10 months. Measured on filings as they were published, no hindsight.

Inside the book: top names by stage · as of 2026-10-20

Early Conviction
CVX 4.3%MCO 3.8%GPC 3.2%+2 locked
Consensus
TXN 4.2%FAST 3.5%CSL 3.3%+10 locked
Emerging
TPL 5.1%LHX 4.5%ZTS 2.6%+1 locked
Crowded
FANG 4.3%LOW 3.5%BR 2.6%+3 locked
Fading
TJX 4.2%TFC 3%FNF 2.3%+2 locked

We email you the day it crosses 50% crowded, and where you stand every month.

Graded monthly from point-in-time filings. A description of where the money sits, not a recommendation. Evidence, not advice.

The read · what to do with it

AVEDX earns an A grade, ranking 114 of 500 graded funds, with specialists building early positions in TPL, LHX, and MCO. The concern is that nearly 18 percent of the fund sits in names where specialists are already leaving, including TJX, LOW, and SPGI.

→ Watch the combined 17.8 percent weight in Fading and Crowded positions, particularly TJX and FANG, for further specialist exits.

→ Note that TPL and LHX are Emerging stage picks where proven specialists are still building early, a genuine edge worth monitoring.

Support leaving these positions

FANG 4.3% of the fund · Crowded

TJX 4.2% of the fund · Fading

LOW 3.5% of the fund · Crowded

TFC 3% of the fund · Fading

BR 2.6% of the fund · Crowded

Where it's genuinely early

TPL 5.1% of the fund · Emerging

LHX 4.5% of the fund · Emerging

CVX 4.3% of the fund · Early Conviction

Read from today's disclosed book. Evidence, not advice.

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